Data / Investment advisers / Oregon / Jones & Associates Premier Financial Solutions
Jones & Associates Premier Financial Solutions, Jacksonville, OR: $227 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Jones & Associates Premier Financial Solutions is an SEC registered investment adviser with its main office in Jacksonville, Oregon and reports $227 million in regulatory assets under management in its Form ADV filed April 27, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Jones & Associates Premier Financial Solutions (CRD number 152930): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 152930
- SEC file number
- 801-119927
- SEC status
- Approved, effective December 7, 2020
- Legal name
- Jones & Associates Premier Financial Solutions, LLC
- Main office
- 260 N 3rd Street, Jacksonville, OR 97530
- Phone
- (541) 500-4321
- Website
- jonescares.org
- Regulatory AUM
- $227,432,800 in the Form ADV filed April 27, 2026
- Discretionary AUM
- $227,432,800
- Accounts
- 1,368
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 469 | $140.4 million |
| High net worth individuals | 52 | $87 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $227.4 million | April 27, 2026 |
| March 2, 2026 | $221.8 million | February 2, 2026 |
| December 1, 2025 | $196.6 million | March 11, 2025 |
Other advisers in Oregon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capstone Wealth Management Group, Inc. | Bend | $243 million | Not listed | adviserinfo.sec.gov |
| Portland Private Wealth Management, Inc. | Portland | $235.4 million | Not listed | adviserinfo.sec.gov |
| Catalyst Financial NW Corporation | Gresham | $233.4 million | Not listed | adviserinfo.sec.gov |
| Taurus Capital Advisors, LLC | Lake Oswego | $231.4 million | Not listed | adviserinfo.sec.gov |
| MSP Wealth Management, LLC | Klamath Falls | $228.5 million | Not listed | adviserinfo.sec.gov |
| Connected Wealth Solutions, LLC | LA Grande | $226.4 million | Not listed | adviserinfo.sec.gov |
| Foster & Wood, Inc. | Lake Oswego | $218.7 million | Not listed | adviserinfo.sec.gov |
| Grange Capital, LLC | Beaverton | $217.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Jones & Associates Premier Financial Solutions on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.